Automatically monitor regulatory updates to map to your internal policies, procesures and controls. Learn More
Automatically monitor regulatory updates to map to your internal policies, procesures and controls. Learn More

Our ideal candidate is an experienced sales person comfortable with generating sales leads with new clients while maintaining relationships with existing ones. This candidate would understand a prospective client’s needs and offer ideal solutions. The ideal candidate would have strong communication skills and a positive track record of exceeding outlined goals.


    • Identify new potential key customers
    • Prospect clients and understand their needs
    • Proven record of exceeding sales quotas
    • Act as liaison & main point of contact between company and key prospects/customers
    • Facilitate the end-to-end sale process
    • Generate and present sales pipeline progress reports on a timely and recurring basis
    • Suggest innovative ideas to increase sales and improve customer experience
    • Schedule and Organize recurring prospect/customer meetings to discuss & manage their requirements
    • Stay up-to-date with new features and product launches, and work closely with the product/marketing teams to maximize marketing campaigns
    • Monitor and report on sales performance analytics
    • Budget and allocate resources efficiently to maximize outcomes
    • Maintain customer relationships


      • 5+ years experience as a Sales representative selling to C-Suite within Banks, Financial Services, or Insurance industries
      • 3+ years experience selling SaaS based Enterprise business solutions to Financial, Insurance, Healthcare, Energy, or Government sectors, ideally within Compliance or Risk departments
      • 2+ years working knowledge of CRM software (either or Zoho CRM), and Office tools (either MS Word, Excel & PowerPoint, or Google G-Suite Docs, Sheets & Slides)
      • Understanding of best-practices in SaaS business enterprise sales
      • Experience in managing a book of business
      • Excellent negotiation & communication skills
      • Bachelor’s degree in Finance, Economics, or related fields
      • Demonstrated ability to set goals and achieve them
      • Experience with SaaS Fintech/Regtech a plus.
      • Experience working with Procurement teams, multiple buyers/business units, Compliance/GRC also a plus.